PDD - Alibaba: U.S.-China Challenges Aren't Enough Deterrent
2025-05-25 02:11:41 ET
Summary
- Alibaba's stock has seen sharp fluctuations recently on account of ongoing trade related uncertainties.
- The impact of tariffs on an already softer projected economic growth can be felt by the e-commerce division, while the US's chip export curbs can affect cloud services.
- However, its recent results indicate that the company has the ability to power through and even turnaround segments like the domestic e-commerce segment, despite challenges.
In my last article about China's e-commerce giant Alibaba ( BABA ) (BABAF) " Alibaba: Restructuring Is Paying Off " a couple of months ago, the stock's rating was upgraded to Buy. This upgrade couldn't have come at a worse time. The stock's price has declined by more than 11% since....
Alibaba: U.S.-China Challenges Aren't Enough Deterrent